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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,218 | $111,787-98.9% | $93,681-98.7% | $145,978-99.2% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 6.40% | 203.52%-197.1pp | 133.47%-127.1pp | 550.52%-544.1pp |
| Employer contribution / active EE | $2,181 | $3,093-29.5% | $2,422-10.0% | $4,662-53.2% |
| Participant deferral / active EE | $4,009 | $4,918-18.5% | $4,415-9.2% | $6,690-40.1% |
| Admin fee / account holder | $11,471 | $10,256+11.8% | $8,290+38.4% | $13,400-14.4% |